No portfolio manager, regardless of skill or track record, gets every call right, notes Morningstar analysts Claire Liang, Arvind Subramanian and Sam Hui in a May 27 report. In an environment where the macro backdrop is constantly shifting and dislocations are frequent, investors need more than just good ideas – they need decisive judgement and the ability to learn from past mistakes.
In this report, the analysts spoke to seasoned investors at asset managers – Fidelity, FSSA, Pimco, and Schroders – who have consistently delivered strong returns. Here, their insights highlight how introspection and strategic agility help sustain outperformance.
